KeyBanc Sees Attractive Entry Point in Palo Alto Networks After 20% Pullback
KeyBanc upgraded Palo Alto Networks to Overweight with a $380 price target, citing rising security budgets through 2027 and AI threats.
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#Analyst Up/Down↓
Analysts Split as Nvidia Faces CEO Exit Risk and AMD Gains Upgrade
William Blair upgrades AMD to Outperform and cuts Nvidia as reports of Jensen Huang’s potential exit create a leadership vacuum and open the door for AMD.
Jefferies Sees Buying Opportunity in Corning, Teradyne, and Cognex After AI Sell-Off
Jefferies initiates Buy ratings on Corning, Teradyne, and Cognex, citing AI-driven fiber, chip testing, and automation demand after recent sell-offs.
AMD Wins Outperform Rating and $600 Price Target on Doubling Data Center Revenue
Oppenheimer is citing strong data center momentum and projected 135% sales growth next year.
Fervo Energy Gets Buy Rating From Needham on $11.9 Billion Geothermal Contracts
Needham initiates Fervo Energy (FRVO) at Buy with a $17 price target after the company secured 1,054 MW of binding power purchase agreements.
KeyBanc Downgrades Vistra as Texas Democratic Sweep Raises Data Center Policy Risk
KeyBanc sees higher policy risk for Vistra after Texas election results, with data center moratorium concerns weighing on the power producer.